Filed March 13, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,581 | $95,453+217.0% | $112,040+170.1% | $82,448+267.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.76% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $13,214 | $2,318+470.1% | $2,954+347.3% | $2,551+418.0% |
| Participant deferral / active EE | $10,992 | $4,224+160.3% | $5,098+115.6% | $4,139+165.6% |
| Admin fee / account holder | $24,821 | $9,013+175.4% | $12,098+105.2% | $7,234+243.1% |